Functionality | 9 <p>Zoho Sign provides a complete eSignature solution, supporting web forms and payment collection while signing. The drag-and-drop builder allows customization with validation and custom fields. Users can control signing order, delegation, e-witnessing, and in-person signing, with team permission management. However, reporting is limited, as Zoho Sign’s reports don’t track key insights like completion time or completion rate. Instead, it only categorizes documents by status (in progress, recalled, expired, completed, document type, etc.). Security features include password protection and ID verification.</p> | 7 <p>Dropbox Sign is an okay eSignature solution but has some limitations. It lacks web forms, custom fields, and formula fields, limiting customization. Files must be requested separately, and it doesn’t auto-suggest or place fields. There's no signer delegation or e-witnessing, restricting some workflows. Advanced security like knowledge-based authentication is missing, but password protection is available. The reports dashboard tracks usage and signature statuses, but overall, advanced features are limited.</p> |
Ease of Use | 7 <p>The platform is easy to use, though advanced document preparation takes some learning. The clean, modern design and field auto-placement make document creation faster. The builder supports custom fields, so you can reuse validation across documents. Bulk sending, auto-reminders, and auto-fill from integrations help speed up workflows. A file upload field eliminates the need for separate document requests, and Zoho Sign allows payment collection through Zoho Checkout. Users can also edit and resend documents without voiding them, making corrections quick and simple.</p> | 6 <p>The platform is easy to use with a clean, modern design, but it lacks field auto-placement for faster document creation. The builder doesn’t support custom fields, and there’s no file upload field, meaning documents must be requested separately—a major drawback. However, bulk sending, auto-reminders, and auto-fill from integrations help streamline workflows. Users can also edit and resend documents without voiding them, making corrections quick and simple.</p> |
Look and feel | 7 <p>Although Zoho Sign has a solid set of features, the interface feels functional but not the most refined. Navigation is straightforward, but some advanced controls could be better organized. The UI is modern but lacks polish in certain areas.</p><p>The drag-and-drop builder is easy to use but not as advanced as some competitors. The reports section categorizes documents by status (in progress, recalled, expired, completed etc.), but it lacks deeper insights like completion time or completion rate, making tracking less intuitive for high-volume users.</p> | 6 <p>Although Dropbox Sign has a solid set of features, the interface is simple, modern, and has a nice theme. Navigation is straightforward, but it’s more of a file management platform than a typical layout for managing eSignature documents and tracking them. The drag-and-drop builder is easy to use but not as advanced as some competitors. </p> |
Customisability | 8 <p>Zoho Sign offers flexibility with branding, field properties, signing order, and team permissions. It supports formula fields, custom fields, and conditional logic to show or hide objects based on inputs. In-person signing, e-witnessing, and signer delegation cover all signing flows. However, it lacks custom reports, a major limitation for businesses needing detailed insights. However, you can’t generate tailored reports or track key metrics beyond basic status views.</p> | 5 <p>Dropbox Sign handles basic e-signatures but lacks key advanced customizability like e-witnessing and signer delegation, limiting signing flows. It also doesn’t support radio buttons, custom fields, or formula fields, reducing document customization. User role and permission control is minimal—you can only manage folder-level view/edit access for team members.</p> |
Ease of Setup | 6 <p>Zoho Sign offers a free trial, with self-serve purchasing for all tiers except custom plans. The onboarding process is simple, allowing users to create eSignature documents within 5–10 minutes. Integrations like Salesforce, Google Drive, Dropbox, Stripe, PayPal, and Slack can be set up through Zoho Flow, reducing manual effort. Custom permission profiles and branding are easy to configure. Despite its many features, the help docs are well-organized and detailed. Setting up reusable templates, security settings, and user roles takes a few hours, while enterprise-level setup may take 1–2 weeks.</p> | 5 <p>Dropbox Sign offers a free trial, but the highest tier plan requires speaking with sales. The onboarding process is simple, allowing users to create eSignature documents within 5–10 minutes. It integrates directly with many platforms, though Pipedrive and Slack require Zapier. Custom branding is easy to configure. Despite its many features, the help docs are well-organized and detailed. Setting up reusable templates, security settings, and user roles takes a few hours, while enterprise-level setup may take around a week.</p> |
Customer Support | 6 <p>Zoho Sign provides comprehensive customer support through email and 24/5 phone support for paid subscribers across multiple regions including the USA, India, and Australia. Their Help Center offers extensive resources including guides, documentation, FAQs, forums, and blogs. They also provide paid one-on-one training sessions for personalized assistance.</p> | 5 <p>Dropbox Sign offers customer support based on your plan. All users can access the Help Center with a good range of articles and guides. Email support is available via request submission, but live chat and phone support are limited to higher-paid tiers. Response times for email support are typically within one business day, but this can be faster for users with the paid support add-on.</p> |
Integratability | 7 <p>Zoho Sign integrates with major platforms through various methods. 1st-party integrations via Zoho Flow include Salesforce, HubSpot, Pipedrive, Dropbox, Stripe, PayPal, and Slack. 3rd-party integrations are available for Google Drive (via Google Workspace Marketplace). Zoho Sign also offers Zapier integration for connecting to thousands of additional apps, and provides an API for custom integrations and automation.</p> | 8 <p>Dropbox Sign natively integrates with platforms like Salesforce, HubSpot, and Google Drive. Pipedrive, Stripe, and PayPal require Zapier, which also connects to thousands of other apps. An API is available for custom integrations and automation.</p> |
Ease of Migration | 7 <p>Zoho Sign offers multiple ways to export completed document data. Finished documents can be exported as PDFs, audit trails are available in CSV format. A wide range of reports can be downloaded as CSV or PDF. Some native CRM integrations allow easy data syncing, and additional data can be exported through the API for further customization and automation.</p> | 7 <p>Dropbox Sign offers multiple ways to export completed document data. Finished documents can be exported as PDFs with the audit trail. You can also share via Dropbox and export to various platforms using quick-access buttons. Native CRM integrations enable seamless data syncing, with API options for further customization.</p> |